Profession Financial services manager

Financial institution branch managers direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.

Personality Type

• Enterprising / Conventional

Tasks financial services manager

• Plan, direct and coordinate the activities of staff in the branch or department.
• Establish and maintain relationships with individual and business customers.
• Provide assistance with customers' problems, such as heritage matters, changes in law that affect customers, etc.
• Examine, evaluate and process loan applications.
• Monitor credit extension decisions.
• Conduct financial investigations.
• Oversee the flow of cash and financial instruments, and prepare financial and regulatory reports.
• Recruit staff members, evaluate their performance, and coordinate training programmes.
• Approve or reject, or coordinate the approval or rejection of, lines of credit and commercial, real estate and personal loans.
• Coordinate the cooperation with the other branches of the company.

Related professions banking

• Account manager
• Account manager for other clients
• Account manager for private clients
• Account manager for wholesale clients
• Bank clerk (back-office)
• Bank teller (front-office)
• Commodity broker
• Counter clerk
• Credit analyst
• Credit authorizer
• First line supervisor back-office clerks
• First line supervisor front-office tellers
• Key account manager
• National account manager
• Regional account manager
• Strategic account managaer

Source: Sisyphus ODB